Marketplace reconciliation
Gross sales, refunds, fees, reserves, chargebacks, payment processors, and bank deposits are tied back to the accounting file.
Services
Accounting that supports tax decisions during the year
Monthly Amazon and Shopify accounting in Xero or QuickBooks Online, with corporate and owner planning depth matched to the decisions ahead.
Getting started
Start with the decision, then confirm the records required
The first conversation confirms fit and requires no records. When analysis is needed, a fixed-fee E-commerce Owner Tax and Accounting Review examines the file, tax outlook, owner transactions, and actions that cannot wait until filing time.
The steps below are the outline. Explore Selling in Canada and Selling Abroad for market-specific context.
- 01 Send your inquiry
We respond within one business day to confirm whether the situation fits the practice. No records are required for the first conversation.
- 02 Confirm the review scope
After fit is confirmed, a fixed-fee E-commerce Owner Tax and Accounting Review can examine the reliability of the books, corporate tax outlook, owner transactions, sales-tax balances, inventory support, and decisions requiring action. Timing and fee are confirmed before records or read-only access are requested.
- 03 Share records securely
Records are shared through a secure client portal. Read-only access is requested where available; do not send passwords or financial documents through the inquiry form.
- 04 Receive findings and choose the next step
The paid review produces written findings, priority actions, and a proposed ongoing scope when recurring support would be useful. Estimated onboarding is two to four weeks, depending on file condition and receipt of required records.
Service workstreams
What the accounting foundation has to support
A useful e-commerce file does more than categorize bank transactions. It explains how money moved from customer orders to platform settlements to tax filings and management decisions.
Sales tax obligations
Registration status, marketplace collection, Shopify tax settings, input tax credits, and filing deadlines are tracked together.
Inventory, landed cost, and COGS
Supplier invoices, freight, duties, 3PL costs, FBA storage, stock timing, and COGS cut-offs are reviewed for reporting quality.
Management reporting
Financial statements are shaped for operators: channel P&L, SKU margin logic, advertising spend, cash flow, and close notes.
Engagement levels
Choose how often the tax position needs attention
All recurring levels include a monthly close, GST/HST preparation and filing when required, a pre-year-end corporate tax estimate, and an annual planning meeting. Owner Planning adds quarterly corporate and personal tax estimates; Strategic Advisory adds scenario and expansion work.
Accounting Foundation
Incorporated sellers who need reliable monthly books and a supported year-end position.
Cadence Monthly close and annual planning meeting
Monthly foundation
- Monthly bookkeeping and bank reconciliation
- Marketplace and payment processor settlement reconciliation
- GST/HST return preparation and filing when required
- Financial statements and close notes
- Pre-year-end corporate tax estimate
- Annual tax-planning meeting
For growing operations
Owner Planning
Profitable incorporated sellers who need business and owner tax decisions coordinated during the year.
Cadence Monthly close and quarterly planning meeting
Adds to the previous level
- Quarterly corporate tax projection
- Owner-level personal tax and instalment estimate
- Salary, dividend, and shareholder-withdrawal review
- Tax, inventory, and owner cash requirements
- Channel and SKU margin reporting
- Quarterly planning meeting
Strategic Advisory
Owners making expansion, financing, sale, or other consequential decisions.
Cadence Monthly close and advisory cadence agreed after review
Adds to the previous level
- Senior CPA advice and scenario modeling
- Decision-ready reporting package
- Expansion, financing, or sale preparation
- Cross-border Canadian tax analysis and adviser coordination
- Priority access for decision support
Scope boundaries and reporting requirements
Accounting Foundation: Quarterly owner-level planning, SKU margin reporting, and cross-border expansion support are outside Accounting Foundation. Corporate and personal income-tax returns are priced separately.
Owner Planning: Projections are planning estimates based on current records and assumptions, not filed returns or guarantees of final tax. Corporate and personal returns are priced separately.
Strategic Advisory: Strategic Advisory does not include legal advice, investment advice, customs brokerage, foreign tax opinions, or foreign filings. Qualified advisers are coordinated where required.
Add-ons
Returns, payroll, cleanup, and expansion
Corporate and personal returns are separately priced annually. Payroll and provincial sales-tax filings are separately scoped. Cleanup can precede recurring work. Cross-border Canadian tax analysis is available with Strategic Advisory, with foreign work handled by qualified advisers.
EcomCount advises on the Canadian accounting and tax consequences. Foreign tax, legal, customs, and local filing work is coordinated with qualified advisers where required; their fees and responsibilities are agreed separately.
Corporate and personal income-tax returns
Separately priced annual services alongside recurring accounting or planning. The proposal states which T2, T1, T4, T5, and related filings are included.
Payroll
A separately priced add-on for monthly accounting clients. Payroll processing, remittances, and year-end slips are scoped to the operation.
Provincial sales-tax filings
PST, QST, and RST registrations and filings are separately scoped according to the required jurisdictions.
Historical bookkeeping cleanup
A separately priced project before or alongside monthly accounting. Scope depends on missing records, unreconciled settlements, inventory, and tax balances.
Explore the service →U.S. expansion
An add-on to Strategic Advisory for nexus review, marketplace treatment, foreign-currency accounting, and coordination with qualified local providers.
Explore the service →UK and EU expansion
An add-on to Strategic Advisory for VAT and registration coordination, inventory location, and Canadian reporting. Local provider fees and responsibilities are agreed separately.
Explore the service →A clear first step
Begin with a fit conversation
Tell us what is changing in the business and where the tax or accounting uncertainty sits. No records or platform credentials are needed for the first inquiry.
- Initial conversation
- We respond within one business day to confirm whether the situation fits the practice. No records are required for the first conversation.
- Paid review, when useful
- After fit is confirmed, a fixed-fee E-commerce Owner Tax and Accounting Review can examine the reliability of the books, corporate tax outlook, owner transactions, sales-tax balances, inventory support, and decisions requiring action.
- Records and access
- Records are shared through a secure client portal. Read-only access is requested where available; do not send passwords or financial documents through the inquiry form.
- Written outcome
- The paid review produces written findings, priority actions, and a proposed ongoing scope when recurring support would be useful.
The review does not include bookkeeping repairs, filed returns, legal advice, foreign tax opinions, or an audit unless those services are expressly included in a separate engagement.
Discuss your tax and accounting positionPricing inputs
What affects the fixed-fee proposal
- Number of active platforms and payment processors
- Monthly transaction volume and settlement report quality
- GST/HST, U.S. sales tax, VAT, PST, QST, or RST footprint
- Inventory model, landed cost records, 3PL/FBA activity, and COGS timing
- Historical clean-up, late filings, or unreconciled prior periods
- Reporting depth: financial statements, channel P&L, SKU margins, or cash forecasts
Next step
Start with a fit conversation
No records are required for the first inquiry. If analysis is appropriate, the scope, fee, requested records, written deliverables, and timing of the paid review are confirmed before work begins.
Discuss your tax and accounting position